Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
JPMorgan to Convert $10B in Mutual Funds to ETFs
By Ginger SzalaThe move follows Dimensional Fund Advisors' June conversion of $29 billion in mutual funds to four active equity ETFs.
June 16, 2021
U.S. Household Wealth Surged Despite COVID-19Wealthy and lower-income households gained, according to Fed data analyzed by ING.
June 03, 2021
Active Large-Cap Funds Just Had One of Their Best Months EverNearly 70% outperformed their Russell 1000 benchmark, according to Bank of America Securities.
June 01, 2021
Vanguard to Change Benchmarks for 3 Stock Dividend FundsVanguard will be switching benchmarks from Nasdaq indexes to S&P indexes in the third quarter of this year.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 05, 2021
Matthews Asia Merges Two Funds Due to Asset Overlap: Portfolio ProductsAlso, FTSE Russell is adding Chinese government bonds to its World Bond Index.
March 11, 2021
Advisors Should Go Beyond the 'Easy' ButtonWhile indexing has benefits like lower costs, actively managed investments may offer advantages in some asset classes.
October 16, 2020
Vanguard's Head of U.S. Trading Is Retiring at Year-EndMichael Buek, who has been with Vanguard for 33 years, is also a principal of its U.S. Equity Index Group.